The Marketing Client Intake Form serves as an essential initial document in establishing a professional marketing relationship between service providers and clients in Pakistan. This document is typically used at the outset of a potential marketing engagement to collect comprehensive information about the client's business, marketing objectives, budget constraints, and specific requirements. The form ensures compliance with Pakistani marketing regulations, data protection laws, and business documentation requirements while gathering necessary details for creating effective marketing strategies. It includes sections for basic company information, marketing goals, budget parameters, and compliance declarations, making it a crucial tool for marketing agencies to assess client needs and establish clear project parameters.
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1. Basic Client Information: Contact details, business name, registration numbers, and primary point of contact
2. Business Profile: Industry sector, company size, years in operation, and target market demographics
3. Current Marketing Status: Existing marketing efforts, channels used, and current market position
4. Marketing Objectives: Client's specific marketing goals, target audience, and desired outcomes
5. Budget Information: Marketing budget allocation, payment terms, and financial constraints
6. Project Timeline: Expected project duration, key milestones, and deadline requirements
7. Communication Preferences: Preferred communication channels, reporting frequency, and key stakeholders
8. Compliance Declaration: Client's declaration of compliance with Pakistani marketing laws and regulations
9. Authorization: Signatures, dates, and authorization for data processing and marketing activities
1. Digital Assets: For clients requiring digital marketing services - details of existing websites, social media accounts, and digital assets
2. Competitor Analysis: Optional section for clients wanting detailed market positioning - information about key competitors and market challenges
3. International Marketing: For clients targeting international markets - specific requirements for cross-border marketing activities
4. Brand Guidelines: For established brands - existing brand guidelines, visual identity requirements, and brand voice
5. Past Campaign History: For clients with previous marketing experience - details of past campaigns and their performance
6. Special Industry Requirements: For regulated industries like healthcare or finance - specific compliance requirements and restrictions
1. Schedule A: Service Package Details: Detailed breakdown of marketing services offered and their scope
2. Schedule B: Rate Card: Standard pricing for various marketing services and packages
3. Schedule C: Terms and Conditions: Standard terms and conditions for marketing services
4. Appendix 1: Required Documents Checklist: List of required documents for verification and compliance
5. Appendix 2: Marketing Assets Template: Template for listing existing marketing assets and materials
6. Appendix 3: Compliance Guidelines: Summary of relevant Pakistani marketing regulations and compliance requirements
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